David Carlson is a financial advisor with UBS Financial Services in Boston, MA, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with UBS since 1995. Outside of his advisory role, he serves on the advisory council of the venture capital firm Rockport Partners, acts as trustee for the C. Richard Carlson Insurance Trust, and manages the Carlson Family Trust, a private family foundation. Additionally, he oversees operations at the Amelia Peabody Foundation, which supports nonprofit organizations across Massachusetts. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services through a network of advisors who utilize proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Kelli Zaino is a financial advisor at UBS Financial Services with eight years of industry experience. She holds a Series 66 designation and has been with UBS since 2017, including a previous role in education from 2014 to 2018. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based strategies to support client goals.

Hannah Woodworth is a financial advisor with UBS Financial Services in Boston, holding a Series 66 designation and one year of industry experience. Prior to joining UBS in 2024, she worked at EY and participated in programs at Boston College and the Barnstable Leisure Program. UBS Financial Services serves individual, corporate, and institutional clients with a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm operates with institutional trading capabilities alongside wealth management offerings.

Christopher Gallant is a financial advisor at UBS Financial Services in Boston, MA, with five years of industry experience. He holds the Series 66 designation and previously worked at Commonwealth Financial Network and Atlantic Fund Services. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, employing a network of advisors who use proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Andrew Keller is a CFP® with 20 years of experience in financial services. He is currently a financial advisor at UBS Financial Services in Boston, having joined the firm in 2020. His prior experience includes roles at Bank of America, Merrill, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory work, he serves as one of four directors for the New England Flag Football league in Marblehead, acting as a liaison and assisting with league operations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor solutions. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial products and capital markets services.

Daniel Mc Laughlin is a financial advisor with UBS Financial Services in Boston, MA, holding Series 63 and Series 66 licenses and with seven years of industry experience. He previously worked at MFS Fund Distributors, Inc. and State Street Corporation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and research resources.

Laurens Cook is a financial advisor at UBS Financial Services in Boston, MA, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has worked at UBS since 2019 and previously at CF Global Trading, LLC and as a private investor. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources to support its clients.

Peter Farrington is a financial advisor with UBS Financial Services in Boston, MA, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with UBS since 2007. Farrington is involved with Camp Harborview as an advisory council member and serves on the board of directors for the David Farrington Memorial Scholarship Fund, which hosts an annual golf tournament to raise funds for local high school scholarships. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and provides a broad range of capital markets services through its platform.

Richard Cantwell is a financial advisor with UBS Financial Services in Boston, MA, holding a Series 66 designation and 27 years of industry experience. He has worked at UBS since 2015 and previously spent 12 years at Credit Suisse Securities (USA) LLC and one year at Pershing LLC. His wife's business operates a sports facility called 5 Tool Performance that focuses on sports empowerment. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and model-based asset allocation with institutional trading capabilities. The firm provides a broad range of services including financial planning, portfolio management, and capital markets activities.

Adriana Zapata is a financial advisor at UBS Financial Services with a Series 66 designation and no prior industry experience. Before joining UBS in 2025, her background includes various roles at Boston College and other non-financial positions. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Stephanie Oesch is a financial advisor at UBS Financial Services in Boston, MA, with 19 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior roles include positions at J.P. Morgan Securities and First Republic Investment Management, along with earlier tenure at UBS Financial Services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Michael Szablak is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds Series 63 and Series 66 designations. Before joining UBS in 2020, he worked at Fidelity Personal and Workplace Advisors and Fidelity Investments from 2012 to 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances.

Mariana Ali is a Series 66 licensed financial advisor with 19 years of industry experience. She has worked at UBS Financial Services since 2021 and previously held positions at Wells Fargo Clearing and RBC Capital Markets. Outside of her advisory role, she manages a rental property business. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm integrates proprietary research and model-based asset allocations with institutional trading capabilities to deliver tailored financial solutions.

P Connolly is a financial advisor with UBS Financial Services in Boston, MA, holding a Series 63 designation and having 43 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he is involved in managing vacation rental properties in Hawaii. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Katharine Venuti is a CFP® and Series 66-registered financial advisor with 12 years of industry experience. She has been with UBS Financial Services in Boston, MA since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs model-based asset allocations and proprietary research to tailor financial plans to clients’ goals and risk tolerances.

Margaret Bree is a financial advisor at UBS Financial Services in Boston, MA, with eight years of industry experience. She holds a Series 66 designation and previously worked at AllianceBernstein and Christian Louboutin, as well as Boston College. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Stephen Alibrandi is a financial advisor with UBS Financial Services in Boston, MA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at First Republic Investment Management, First Republic Securities Company, and MFS Fund Distributors. He serves as Co-Chair and board member of the Corey C. Griffin Foundation, a nonprofit focused on youth initiatives in education, healthcare, and personal growth. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work through proprietary research and model-based asset allocations.

Kayla Dittrich is a financial advisor with UBS Financial Services in Boston, MA, holding a Series 66 designation and two years of industry experience. Prior to joining UBS, she has worked in various roles including positions at the University of Tampa and summer childcare services. She has also been involved with Grand Slam Entertainment during the past several years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

David Cairone Jr. is a financial advisor with UBS Financial Services in Boston, MA, holding a Series 66 designation and 22 years of industry experience. He has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor client plans and provides services including discretionary portfolio management, financial planning, and distribution of mutual funds and alternative products.

Stephen Hugel is a financial advisor at UBS Financial Services in Boston, MA, holding a Series 66 designation with seven years of industry experience. Prior to joining UBS in 2018, he worked at John Hancock from 2015 to 2018. He serves as an advisor to the Investment Committee of the Rose Fitzgerald Kennedy Greenway Conservancy, providing guidance without voting or decision-making authority. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances.